Professional
Added to YB: 2024-11-08
Pitch date: 2024-10-16
TRV [bullish]
The Travelers Companies, Inc.
+20.98%
current return
Author Info
No bio for this author
Company Info
The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United States, Canada, and internationally.
Market Cap
$64.7B
Pitch Price
$247.90
Price Target
N/A
Dividend
1.47%
EV/EBITDA
8.20
P/E
10.91
EV/Sales
1.51
Sector
Insurance
Category
value
Firebird US Value Fund Portfolio Holding: The Travelers Companies, Inc.
TRV: Solid P&C insurer, 5.9% annual premium growth, stable 90-100% combined ratio. Strong capital allocation: $57B operating cash flow over 10yrs, $30B returned to shareholders, 30% share count reduction. 11% annual return despite single-digit growth. Trades at lower multiple vs S&P500, suggesting potential for continued outperformance.
Read full article (3 min)